SMS Automation

Creating an automated SMS marketing campaign is a great way to reach out to your customers. You can use automations to send SMS messages based on sales activity. This article shows how to set up an automation that sends an upsell SMS 6 months after a product is sold.

Note: Before creating an SMS Automation, please view the help article: SMS Marketing first. 

Create an SMS Automation

• Go to Dashboard > Marketing > Automation.
• Click New Automation at the top of the page to open the automation editor.

• Enter a meaningful title in Automation Title that reflects the workflow.
  Example: Product Sale > Wait 6 Months > Send Upsell SMS.

See: Creating and Managing Automations for more details.

• See: Automation Event Triggers and Workflow Steps Explained for more detail on triggers.
• In Upon Event, select Sales – When a sale is made.

• Adjust the additional attributes to specify the product or the order that should activate this automation.

Configure Workflow Steps

• In Workflow, select Wait... for Step 1.
• Set the time period to 6 months.
  • Optional - Use Run at a Specific Time if you want the SMS to send at a set time of day.
• For Step 2, select Send SMS to Customer.
• Select an existing SMS message, or click Create New SMS.
• Click Edit Message to write or update the upsell message content.

See: Creating an SMS Message for instructions on building SMS messages.

• Use Test Mode and enter a mobile number to send a test message.
• Review the SMS content and confirm it matches the intended offer.
• Switch to Live Mode when ready to send to customers.
• Tick Enable this Automation to activate it.
• Click Save Automation.